Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in ISHARES (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 157,873 | -14,091 | -8.2% | 24.20% | $108.1M | $683.12 |
| 2025 Q3 | REDUCED | 171,964 | -16,448 | -8.7% | 26.63% | $115.1M | $665.17 |
| 2025 Q2 | REDUCED | 188,412 | -8,684 | -4.4% | 29.79% | $117.0M | $615.21 |
| 2025 Q1 | ADDED | 197,096 | +2,271 | +1.2% | 32.45% | $110.7M | $555.02 |
| 2024 Q4 | ADDED | 194,825 | +4,284 | +2.2% | 33.16% | $114.7M | $579.67 |
| 2024 Q3 | ADDED | 190,541 | +3,630 | +1.9% | 31.99% | $109.9M | $566.00 |
| 2024 Q2 | ADDED | 186,911 | +614 | +0.3% | 30.90% | $102.3M | $534.89 |
| 2024 Q1 | ADDED | 186,297 | +4,817 | +2.7% | 30.02% | $97.5M | $512.33 |
| 2023 Q4 | INITIATED | 181,480 | — | — | 29.76% | $90.1M | — |
As of 2025 Q4 — sorted by position size